NewEdge Advisors, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 191 filers reported holding ISHARES U S ETF TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$6,352,956
+57.0%
127,339
+56.4%
0.07%
+52.2%
Q2 2023$4,047,617
-41.1%
81,408
-41.3%
0.05%
-46.5%
Q1 2023$6,873,886
+3258.7%
138,586
+49.1%
0.09%
+1333.3%
Q4 2022$204,662
-95.9%
92,936
-8.1%
0.01%
-92.7%
Q3 2022$4,984,000
+0.6%
101,178
+0.6%
0.08%0.0%
Q2 2022$4,956,000
+128.6%
100,606
+130.0%
0.08%
+134.3%
Q1 2022$2,168,000
-6.8%
43,742
-6.0%
0.04%0.0%
Q4 2021$2,325,000
+1.3%
46,547
+1.6%
0.04%
-38.6%
Q3 2021$2,296,000
-69.1%
45,797
-69.1%
0.06%
-71.2%
Q2 2021$7,441,000
-1.4%
148,326
-1.4%
0.20%
-12.0%
Q1 2021$7,548,000
+2.1%
150,393
+2.1%
0.22%
-7.0%
Q4 2020$7,391,000
-24.2%
147,325
-24.3%
0.24%
-28.6%
Q3 2020$9,756,000
+5.8%
194,697
+5.6%
0.34%
-5.8%
Q2 2020$9,220,000
-18.3%
184,372
-20.8%
0.36%
-33.8%
Q1 2020$11,284,000
-4.1%
232,717
-0.7%
0.54%
+16.2%
Q4 2019$11,772,000
-26.6%
234,274
-26.5%
0.47%
-34.4%
Q3 2019$16,039,000
+5.7%
318,619
+5.7%
0.71%
-23.3%
Q2 2019$15,169,000
+25.6%
301,395
+25.4%
0.93%
+19.1%
Q1 2019$12,077,000
-0.4%
240,383
-1.2%
0.78%
-0.1%
Q4 2018$12,126,000
+32.0%
243,256
+32.9%
0.78%
+10.6%
Q3 2018$9,187,000
+123.5%
183,056
+122.9%
0.71%
+88.3%
Q2 2018$4,110,000
+13.5%
82,124
+13.6%
0.38%
-9.4%
Q1 2018$3,621,000
+80.1%
72,261
+80.1%
0.41%
+52.2%
Q4 2017$2,011,000
+17.5%
40,114
+17.8%
0.27%
+2.3%
Q3 2017$1,711,000
-99.8%
34,058
+83.0%
0.27%
+65.2%
Q2 2017$935,268,00018,6160.16%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2018
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders